Posts Currently viewing the category: "Uncategorized"

As individuals and families, we can harness the power of money to become game changers in our community by being thoughtful and intentional about our behavior. Every dollar we spend, save, or invest has an impact but it’s up to us to decide what that impact will be. Let’s first look at the…(Read More)

One of the fast-growing areas of impact investing is gender-lens investing, which incorporates gender-based factors, either to enhance investment performance, lower risk or to promote more gender equality. Just as environmentally minded investors may ask about their portfolio’s carbon footprint, increasingly people want to know what good or harm their money…(Read More)

Impact investing has a variety of meanings and preconceptions for many people. Some of this relates to the plethora of terms that are used to describe the practice of aligning our financial decision-making with our values and priorities. We hear about sustainable, responsible, ethical, and values-based approaches. Depending on the context, these can…(Read More)

I just had the great pleasure of attending the 20th Anniversary SRI in the Rockies Conference. This year’s gathering of the sustainable and responsible investing community, titled “From Crisis to Opportunity: Investing in a Sustainable World”, was held in Tucson from October 25-28. As always, the event was energizing and inspirational as the…(Read More)

Over the years, I’ve found that there a number of obstacles that have prevented many socially concerned investors from investing their money in a sustainable and responsible manner. For some, it is an ingrained belief often perpetuated by the media that aligning your values with your money will lead to inferior results and will…(Read More)

Well, it’s certainly been an interesting time to be in the financial business! Occupy Wall Street, a series of protests and demonstrations based near the Wall Street financial district, appears to be continuing to gather momentum, and is spreading to other cities. While the protesters are truly a diverse group, the key driver is…(Read More)

As we head into 2011 on the heels of a dizzying and disturbing mid-term election period, I wanted to take a look at a major trend that has been developing which has some very positive implications for investors, voters and consumers. In the first election since the Supreme Court’s campaign finance ruling in…(Read More)

After the 11th hour deal on the “fiscal cliff”, the mainstream media’s attention has quickly shifted to the battle over raising the debt ceiling. I suspect most of you will be relieved to know that I have no plan to use this space to further dissect the details of the cliff issue. What I…(Read More)

As spring takes hold here in the northeast, our thoughts naturally turn toward the planet. This time of renewal and possibility creates a perfect opportunity to review what we’re doing and see where we might want to step things up a notch. One key area to consider is whether we can take steps to…(Read More)

PageLines